Richard Eugene Wilson

Current Employers

Employment History

• 02/2012 → 03/2020
  Ameriprise Financial Services, Inc.
  Grants Pass, OR
• 03/2020 → 10/2025
  Ameriprise Financial Services, Llc
  Grants Pass, OR
• 10/2025 → Present
  Osaic Wealth, Inc.
  Grants Pass, OR

Previous Registrations

• 2017-05-03 → 2025-10-24
  Ameriprise Financial Services, Llc
  Roseburg, OR
  Grants Pass, OR
  Eugene, OR
  Grants Pass, OR
  Medford, OR
  Salem, OR
  Medford, OR
  Medford, OR
  Grants Pass, OR
• 2009-09-07 → 2012-02-08
  Summit Financial Group Inc
  Grants Pass, OR
• 2007-12-20 → 2009-09-08
  Steward Partners Investment Solutions, Llc
  Grants Pass, OR
  Grants Pass, OR

Other Businesses

1) STRATEGIC CAPITAL MANAGEMENT POS: Owner/member NAT: single member LLC operating as an S-Corp for the operations of my practice INVEST RELATED: Yes NO. OF HRS: 100 SECURITIES TRADING HRS: 80 START DATE: 10/12/2009 ADDR: 755 NE 6th Street, Grants Pass OR 97526 DESC: LLC used for the financial practice management. 2) RNC STRATEGIES LLC POSITION: Owner/member NATURE: LLC partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 11/02/2020 ADDRESS: 755 NE 6th Street, Grants Pass OR 97526, United States DESCRIPTION: LLC used to manage finances of the financial advisory practice. we also took out a loan for practice acquisition thru this entity. Our employees are hired and paid thru this entity. 3) R&C WILSON TRUST POS: owner NAT: real estate that we own and lease to ourselves and an additional tenant INVEST RELATED: No NO OF HRS: 5 SECURITIES TRADING HRS: 0 START DATE: 04/02/2021 ADDR: 3369 Crater Lake Hwy suite 101, Medford OR 97504, United States DESC: own and operate this commercial real estate 4) INSURANCE POS: Insurance Agent NAT: Insurance INVEST RELATED: Yes NO OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE: 12/06/2005 ADDR: 755 NE 6th Street, Grants Pass OR 97526 DESC: insurance sales and service 5) THE 401K CHECKUP PRESCRIPTION FOR SUCCESS POS: author NAT: sole prop as author of a book INVEST RELATED: No NO OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 03/03/2016 ADDR: 3425 Leonard Rd, Grants Pass OR 97527 DESC: authored a book 6) TRACK PACK & OTHER CAR DESIGN MODIFICATIONS POS: patent holder & designer NAT: patent on a device for transporting tires, tools and fuel to the racetrack and other items created to modify cars INVEST RELATED: No NO. OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 09/01/2022 ADDR: 3425 Leonard Rd, Grants Pass OR 97527 DESC: create and potentially patent items for use with vehicles or to modify them 7) BOYS & GIRLS CLUBS OF THE ROGUE VALLEY BOARD MEMBER POS: board member NAT: non-profit board INVEST RELATED: No NO OF HRS: 3 SECURITIES TRADING HRS: 1 START DATE: 07/15/2014 ADDR: 203 SE 9th Street, Grants Pass OR 97526 DESC: serve on the board and finance committee

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-03
• S66 Uniform Combined State Law Examination
  2008-12-01

Other Names

• Rick Wilson
• Richard E (Ii) Wilson
• Richard E Wilson Ii
• Richard Wilson